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CLBFX vs ETNMX
CLBFX vs ETNMX Comparison
Open Charts CLBFX vs ETNMX
American Funds American Balanced 529F
Price$38.77
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets265.09B
Eventide Balanced Fund
Price$15.01
Change+$0.07 (+0.47%)
VolumeN/A
Net Assets390.72M
CLBFX vs ETNMX Comparison Chart in %
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CLBFX vs. ETNMX commentary
Oct 16, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLBFX is a Hold and ETNMX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 265B vs. ETNMX (391M). CLBFX (1.89) and ETNMX (1.83) have matching dividends . CLBFX was incepted earlier than ETNMX: CLBFX (23 years) vs ETNMX (10 years). ETNMX (1.09) is less costly to investors than CLBFX (0.67). ETNMX is a more actively managed with annual turnover of: 55.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than ETNMX: CLBFX (250) vs ETNMX (1000). CLBFX annual gain was more profitable for investors over the last year : 8.32 vs. ETNMX (3.08). CLBFX return over 5 years is better than : 44.79 vs. ETNMX (29.06).
| CLBFX | ETNMX | CLBFX / ETNMX | |
| Total Expense Ratio | 0.67 | 1.02 | 66% |
| Annual Report Gross Expense Ratio | 0.67 | 1.09 | 61% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 14.472 | 6.837 | 212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 391M | 67,775% |
| Annual Yield % from dividends | 1.89 | 1.83 | 103% |
| Returns for 1 year | 8.32 | 3.08 | 270% |
| Returns for 3 years | 54.81 | 37.81 | 145% |
| Returns for 5 years | 44.79 | 29.06 | 154% |
| Returns for 10 years | 91.07 | 86.70 | 105% |